ROBERT BISHOP FINANCIAL PLANNING & SERVICES

ROBERT BISHOP FINANCIAL PLANNING & SERVICES of TAMPA, FL is an SEC-registered investment adviser (CRD 142192). Regulatory assets under management: $9.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 142192
• Type: Registered investment adviser
• Location: 4326 EL PRADO BLVD., TAMPA, FL, 33629
• Phone: 813-837-7000
• Latest filing: 2026-03-29
• Regulatory AUM: $9.3M
• Discretionary AUM: $9.3M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142192 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search